IFWM

Institute for Wealth Management Portfolio holdings

AUM $896M
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$614M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.33M
3
+$1.01M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$846K
5
KLAC icon
KLA
KLAC
+$589K

Top Sells

1
+$2.62M
2
+$1.04M
3
+$1.01M
4
SHOP icon
Shopify
SHOP
+$946K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$812K

Sector Composition

1 Technology 22.15%
2 Consumer Discretionary 10.17%
3 Financials 8.82%
4 Industrials 6.62%
5 Healthcare 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.2M 3.95%
136,542
-779
2
$22M 3.58%
747,040
-3,630
3
$17.8M 2.89%
52,793
-267
4
$13.1M 2.13%
78,300
+720
5
$11.4M 1.86%
20,100
+121
6
$10.4M 1.69%
26,042
-1,803
7
$9.25M 1.51%
79,045
+721
8
$9.21M 1.5%
26,154
-81
9
$7.41M 1.21%
22,023
+133
10
$7.27M 1.18%
81,624
-6,432
11
$7.13M 1.16%
37,788
+295
12
$6.25M 1.02%
43,120
-100
13
$5.86M 0.96%
286,384
-1,472
14
$5.73M 0.93%
30,392
+225
15
$5.49M 0.89%
17,091
-1,057
16
$5.45M 0.89%
75,750
-150
17
$5.18M 0.84%
54,766
-484
18
$5.04M 0.82%
34,656
-3,725
19
$5.04M 0.82%
10,616
-1,219
20
$4.99M 0.81%
32,191
+530
21
$4.96M 0.81%
8,742
-87
22
$4.68M 0.76%
51,456
-762
23
$4.31M 0.7%
59,990
-745
24
$4.29M 0.7%
39,762
+5,212
25
$4.19M 0.68%
94,108
-498
1
2 3 4 5